October 31, 2014 |
Annual Estate Plan Review: A Smart Decision
Having all the documents in line for your current needs is crucial for your short and long term planning, but it’s just as important to ...
Learn MoreAnnual Estate Plan Review: A Smart Decision
Having all the documents in line for your current needs is crucial for your short and long term planning, but it’s just as important to be sure that you are following up on those materials at least yearly. Circumstances change, laws change, and it’s simply prudent planning to review and verify the accuracy of what you have put together. Using an annual review program like the Lighthouse Maintenance Plan .
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Blogs for October 2014
October 30, 2014 |
Tax Return Requirements for Nonresidents with U.S. Assets
Individual nonresidents in the U.S. may be subjected to estate taxes under U.S. regulations if the individuals owned U.S. assets. There are several different items ...
Learn MoreOctober 30, 2014 |
On The Same Page: Preparation for Estate Plan Heirs
Failing to plan comprehensively can be a big downfall for a modern estate plan. There’s more involved than just putting your own documents together, though. ...
Learn MoreOctober 28, 2014 |
Profit or Hobby: Understanding Tax Consequences of IRS Determination
Section 162 of the U.S. tax code is critical for individuals who work for themselves in a variety of occupations. When a taxpayer can demonstrate ...
Learn MoreOctober 27, 2014 |
Power of Attorney 101
Making the decision to put a power of attorney in place is an important and wise one, since powers of attorney are accepted in all ...
Learn MoreOctober 24, 2014 | Living Trusts: The Importance of Proper Funding
Living Trusts: The Importance of Proper Funding
If you have decided to use a trust to pass on your assets, this can be an exciting decision that gives you peace of mind ...
Learn MoreOctober 23, 2014 | Married Without Children? An Estate Plan Can Help You Give Back
Married Without Children? An Estate Plan Can Help You Give Back
If you are married but do not have any children to pass down your assets to, look at estate planning as your opportunity to do ...
Learn MoreOctober 20, 2014 | Estate Planning Tips: A 529 Savings Plan
Estate Planning Tips: A 529 Savings Plan
If you’ve already looked into getting one, you know that Section 529 savings plans are able to accumulate earnings without federal income tax (and in ...
Learn MoreOctober 17, 2014 | Estate Tax
Estate Taxes on Life Insurance & Life Insurance Trusts (“ILITs”)
Many Americans may be unaware of what an irrevocable life insurance trust (“ILIT”) is, let alone the benefits it may provide to them. Typically, life ...
Learn MoreOctober 3, 2014 | IRS Offshore Promoter Limits Highlight Important of Proper Risk Management
IRS Offshore Promoter Limits Highlight Important of Proper Risk Management
It was recently discovered that the IRS finally took action on investigations of managers in small insurance companies. This has spiraled into the usage of ...
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Recent Posts
The 5 Financial Decisions You Should Review Every Year—Even When Nothing Has Changed
An annual financial review can help keep your tax strategy, investments, insurance, estate plan, beneficiaries, and retirement goals aligned with your life and priorities. Financial ...
<p>The post The 5 Financial Decisions You Should Review Every Year—Even When Nothing Has Changed first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Should You Gift Money to Your Children Now or Leave It to Them Later?
Should you give money to your children during your lifetime or leave it as an inheritance? Explore the family, tax, control, and legacy considerations that can help guide the decision. For many successful families, estate planning eventually raises ...
<p>The post Should You Gift Money to Your Children Now or Leave It to Them Later? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
What Happens to Your Financial Life When You Retire? A 12-Month Checklist
Retirement changes more than your work schedule. Use this 12-month retirement checklist to review Medicare, Social Security, cash flow, portfolio withdrawals, taxes, estate documents, and employer benefits. Retirement is often described as a milestone, but financially, it ...
<p>The post What Happens to Your Financial Life When You Retire? A 12-Month Checklist first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
